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Sands Capital's Q2 2026 letter highlights Intel as a new holding, citing rising CPU demand from agentic AI workloads alongside AMD and Arm, while noting Intel's execution risk and foundry optionality.
Sands Capital's Tech Innovators Fund gained 26.9% in Q2 2026 amid an AI-driven tech rally, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory. Fund…
Sands Capital's tech fund gained 26.9% in Q2 2026 on AI infrastructure strength, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory. New holding Ce…